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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $372,968 | $112,729+230.9% | $98,716+277.8% | $137,256+171.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 11.86% | 38.48%-26.6pp | 31.81%-20.0pp | 220.34%-208.5pp |
| Employer contribution / active EE | $7,172 | $2,725+163.2% | $2,279+214.8% | $4,156+72.6% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $8,451 | $10,129-16.6% | $8,703-2.9% | $12,270-31.1% |